CFA

Cahill Financial Advisors Portfolio holdings

AUM $806M
1-Year Est. Return 12.74%
This Quarter Est. Return
1 Year Est. Return
+12.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 5.63%
2 Technology 3.8%
3 Financials 3.59%
4 Healthcare 2.03%
5 Communication Services 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-3,880
152
-2,338
153
-3,657
154
-4,117
155
-3,457
156
-2,034